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Technology Stocks : 3DFX -- Ignore unavailable to you. Want to Upgrade?

To: Sun Tzu who wrote (5767)	7/24/1998 1:52:00 PM
From: Greg S.	Read Replies (1) \| Respond to of 16960

But if you are such a person, why do you check the price every hour? Your mind is made up, so go and wait for the company quarterlies to be mailed to you. I am not taking a personal shot at anyone here. It is your money and whatever makes you happy, stick with it. Interest in the company. I think I speak for more than just myself when I say that I am in this company for the long-term - I just wish the long-term were shorter, and a plummeting stock price makes it seem much longer. when I hear things like "I'm down 2 points, but I'm not worried because TDFX will be in 40s by the new year". (really no personal shot here I'm just using an example) Then reality is thrown out of the window. . . We need people invested in this stock who have realistic expectations. All others please sell your shares now. You save yourself and the rest of us a lot of money and stress. All the stock needs to do is turn around and those expectations become not so unrealistic anymore. In any event, how does the unwavering holding of shares in any way detriment the stock performance? If anything the stock is at 13 because there are lots of people here who refuse to sell! Nor will they sell at 15, or 17 .. because their expectations for the stock are high - or "unrealistic" - whatever. I see this hope as a strength of the stock, not a weakness, because the hope is based on the strength of the company, not on the whim of the market. -G

To: Sun Tzu who wrote (5767)	7/24/1998 8:28:00 PM
From: Mark Carson	Read Replies (1) \| Respond to of 16960

When I hear people expecting 80 cents earnings without comparing those expectations with the company guidelines (or reality for that matter) or when I hear things like "I'm down 2 points, but I'm not worried because TDFX will be in 40s by the new year". (really no personal shot here I'm just using an example) Then reality is thrown out of the window. >> I have to agree, any stock that PLUNGES after beating the street by 15% (which includes upgrades) has a serious image problem. For this stock to ever reach its potential it needs to bleed out the bad blood and all the one line posters/investors 'Up 5% today, $145 by month end!' These guys don't understand investing and buy on hype and run for the doors like rats when reality sets in. Even when it is a good reality. Mark

To: Sun Tzu who wrote (5767)	7/24/1998 9:01:00 PM
From: Jeff Lins	Respond to of 16960

Sorry for the length: many topics covered (only 3 posts per day..) In Gateway's quarterly I noticed that though ASP's had come down, component costs had come down even more. Where does this leave the graphics chip market? nVidia is not public and SIII and TDDDF are in a world of hurt. Can any of these companies afford to price their chips so low? What is the significance of this? Can TDFX, being in the best financial shape of the group, price Banshee very low to gain market share and further enhance the brand? Or does it mean that all the companies stick together and try to keep a nice premium on the chips? Or will the sacrifice come from the boardmakers? Perhaps DELL looks at STBI and goes, "whoooaa there, STBI! What's with the positive EPS? Looks like daddy DELL has been payin' you a might too much!" (texas accent) ----- Does anybody remember the days when you couldn't buy a Mercedes for $35K ? Used to be that Mercedes was only top of the line. Would you ever think that Mercedes would make a truck (ok, Sport Utility Veh.)? Porsches were always big bux too- then 924 (?) and then boxter. My point? If TDFX wants to outdo ATI, they need to have a product for every occasion and meet the demands of the market. It means that TDFX can own the high end, but can also have products in the low-midrange end. I don't know how they will attack this (maybe they can just "break" the chips the way Intel did with the SX line), but I think it should be examined. -------- Are my eyes going bad on me? Seriously. I have stared at more 32bit vs. 16 bit pix than I can stand, and even when they are full screen I CAN'T TELL THE DIFFERENCE! Occasionally I will see something, if it is pointed out to me. In the most recent example, Anand reviews the Matrox G200 and has 2 screen shots. I scrolled down slowly, so's not to see the caption. I picked one (actually saw the dithering) and missed one- batting .500! Am I alone? Can anybody actually tell the difference? ------ Want to hear a bad joke? TDFX has a smaller market cap than SIII! Yup, the street values Savages more than Banshees. And today, while we were riding the roller coaster, SIII shareholders drank in the quarterly which revealed that they had lost 20+ million over the last 3 mos. Then they bid the stock up better than 8 percent... ------ Does anybody think we should do a press release to all of the web sites that review Voodoo2 products and tell them that VOODOO 2 BOARDS DO NOT COST $300 DOLLARS ANYMORE?!? And that SLI will not "set you back nearly $600" ---------- Uh-Oh- bad sign: from VE: voodooextreme.com On the coding side of things, we made a huge decision-we decided to move Prey into DirectX territory to support multiple 3D cards. As you know, we'd been developing under Glide and we'd been tentatively planning to utilize OpenGL as our support API. As we evaluated the whole 3D accelerator question more fully, it became clear that Microsoft had made some very welcome course corrections in DirectX 6, making at a very attractive option. That, plus their support assistance and the fact that we only have to deal with one fully-implemented API and vendor (and that every 3D card out there has some sort of DirectX support) made the decision easy. So, for the past few weeks since E3, we've been porting everything over. Tom did all the low level initialization coding and texture management and William is handling the rendering side of things. It was also a great opportunity to dive in and optimize the rendering pipeline so that it should be faster under DX6 than under Glide, and that's a good thing indeed. (my note: is this a lie? how can DX6 be faster than Glide for TDFX based boards? Since they were originally doing Glide version there is no way that this statement can be true...Maaaaaybe DX6 is faster than OpenGL, but not Glide...I wonder if MSFT is paying them off...perhaps this is another.....CONSPIRACY!!!! :P ) ------ Sun Tzu, The $40 target that has been mentioned is not just a prayer by someone who is in love with the stock. 2 analysts have also set this as a 12 month target. I will be the first to say that I rarely agree with analysts, but I make the point that there are some folks who are not "in love" with the stock that also feel its potential.